WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 110 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 6.51 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $89,000 | +229.6% | 4,206 | +177.6% | 0.00% | – |
| Q1 2020 | $27,000 | -97.7% | 1,515 | -96.8% | 0.00% | -100.0% |
| Q4 2018 | $1,177,000 | +229.7% | 48,000 | +300.0% | 0.00% | – |
| Q3 2018 | $357,000 | -84.2% | 12,000 | -85.4% | 0.00% | -100.0% |
| Q1 2018 | $2,255,000 | +209.3% | 82,300 | +700.3% | 0.00% | – |
| Q4 2014 | $729,000 | +3.3% | 10,284 | -5.4% | 0.00% | – |
| Q3 2014 | $706,000 | -20.7% | 10,873 | -14.5% | 0.00% | -100.0% |
| Q2 2014 | $890,000 | +39.7% | 12,723 | +36.3% | 0.00% | – |
| Q1 2014 | $637,000 | +12.5% | 9,335 | +11.7% | 0.00% | – |
| Q4 2013 | $566,000 | -36.8% | 8,355 | -41.7% | 0.00% | -100.0% |
| Q3 2013 | $896,000 | – | 14,336 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 550,472 | $17,555,000 | 12.97% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 444,654 | $14,180,000 | 7.16% |
| HC Advisors, LLC | 162,508 | $5,182,000 | 3.19% |
| Pasadena Private Wealth, LLC | 182,868 | $5,832,000 | 2.00% |
| Key FInancial Inc | 113,566 | $3,571,000 | 2.00% |
| JNBA Financial Advisors | 374,475 | $11,942,000 | 1.62% |
| HC FINANCIAL ADVISORS INC | 82,943 | $2,645,000 | 1.54% |
| WealthTrust Asset Management, LLC | 55,577 | $1,772,000 | 1.54% |
| Private Portfolio Partners LLC | 123,437 | $3,936,435 | 1.14% |
| Financial Planning & Information Services, Inc. | 101,954 | $3,251,000 | 0.95% |